Hybrid Regional Vice President - RIA
Transamerica(1 month ago)
About this role
This role is part of Transamerica’s investment distribution team focused on Registered Investment Advisors within a defined territory, representing Transamerica’s mutual funds and ETFs. It supports the company’s investment and retirement product distribution efforts within the Regional/Field Sales organization.
Required Skills
- Sales Execution
- Prospecting
- Relationship Building
- Presentations
- Product Knowledge
- Budget Management
- Compliance
- Microsoft Office
- Market Analysis
- Webinar Hosting
Qualifications
- Bachelor's Degree
- FINRA Series 7
- FINRA Series 63
About Transamerica
transamerica.comLet Transamerica help you live your best life and build financial security. Explore our customizable life insurance, retirement, and investment solutions.
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